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Ulta Beauty, Inc. (ULTA) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Ulta Beauty, Inc.

ULTAMarket cap $24BPrice $564.2

Country🇺🇸United States

SectorConsumer

IndustrySpecialty Retail

Sells makeup, skincare, and haircare through 1,400+ stores plus its own salons, blending drugstore and prestige brands under one roof. It's the only major retailer where you can buy both a $6 lip gloss and a $60 serum, then get your hair done.

In Bastion Portfolios?

52W Return+6%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+7%6

Revenue Forecast

Rev CAGR (1y)+7%5

Rev CAGR (3y)+6%5

Rev CAGR (5y)+6%5

Earnings Forecast

EPS Growth Y+1+13%7

EPS Growth Y+2+6%6

EPS Growth Y+3+7%6

Quality

Margins

EBIT Margin12%5

Net Income Margin9%5

Free Cash Flow Margin9%5

Debt

Net Debt/EBITDA0.96

Efficiency

ROE46%10

ROA18%10

Earnings Stability77

GEAR+STRONG67

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)184

P/E Ratio (Forward 3y)174

P/BV9.12

EV Multiples

EV/EBITDA Fwd134

EV/EBIT Fwd155

Yield

Free Cash Flow Yield4.8%6

Dividend Yieldna–

Momentum

Short term

1 month return+4%9

3 month return+23%10

YTD return-7%4

Mid term

Price vs 52wHigh79%5

1 year return+1%5

Long term

3 year return+45%5

5 year return+49%6

Risk Shield

Price Risk

Beta0.67

Volatility35%5

Free Cash Flow

Free Cash Flow Margin9%5

Free Cash Flow Yield4.8%6

Quality

ROCE35%10

Earnings Stability77

Net Debt/EBITDA0.96

02Growth

Is it actually growing, and how fast?

ULTAUlta Beauty

Revenue FY26$12.4B

GROWTH RATING↗

AVERAGE47 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+7%6

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+13%7

EPS growth, FY28E+6%6

EPS growth, FY29E+7%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 6%/yr).

WATCH

A mid-pack grower, ahead of 47% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 7%/yr over the last 3 years and is set to keep growing around 6%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG71 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+4%9

3-month return+23%10

YTD return-7%4

MID & LONG-TERM▾SCORE

% of 52-week high79%5

1-year return+1%5

3-year return+45%5

5-year return+49%6

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+4%) and over three months (+23%).

WATCH

Average long-term results. Multi-year returns are middling (+45% over three years and +49% over five), roughly average for the market.

It's up 0.5% over the past year, but 21% below its 52-week high. That is right in line with the market.

Returns sit at the market level so far this year (-7%).

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on Ulta. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

ULTAUlta Beauty

Revenue FY26$12.4B

GROWTH RATING↗

AVERAGE47 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+7%6

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+6%5

Revenue, next 5Y, CAGR+6%5

EARNINGS FORECAST▾SCORE

EPS growth, FY27E+13%7

EPS growth, FY28E+6%6

EPS growth, FY29E+7%6

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 7%/yr vs revenue 6%/yr).

WATCH

A mid-pack grower, ahead of 47% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, in line with the market.5/10

Revenue grew 7%/yr over the last 3 years and is set to keep growing around 6%/yr.

Over five years revenue is set to grow 6%/yr, about average versus companies worldwide.5/10

WEAKNESSES

None flagged.

BOTTOM LINE

Steady Grower

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

STRONG71 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+4%9

3-month return+23%10

YTD return-7%4

MID & LONG-TERM▾SCORE

% of 52-week high79%5

1-year return+1%5

3-year return+45%5

5-year return+49%6

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over the past month (+4%) and over three months (+23%).

WATCH

Average long-term results. Multi-year returns are middling (+45% over three years and +49% over five), roughly average for the market.

It's up 0.5% over the past year, but 21% below its 52-week high. That is right in line with the market.

Returns sit at the market level so far this year (-7%).

WEAKNESSES

None flagged.

BOTTOM LINE

Fresh Momentum

Short-term returns are strong but the long track record is thin. Momentum is building — confirmation from longer horizons would strengthen the case.

04Value

Are you paying a fair price for it?

Stop guessing on Ulta. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community